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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-30 |
| WA | RA | APPROVED | 2021-05-07 |
Branch Locations
18323 Bothell Everett Hwy, Ste 330, Bothell, WA 98012 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Edmonds | WA | 09/2011 | 05/2021 |
| Raymond James Financial Services, Inc. | Bothell | WA | 05/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Bothell | WA | 05/2021 | Present |
| Legacy Wealth Partners | Bothell | WA | 05/2021 | Present |
(1)Name of Business: Legacy Wealth Partners Address: 18323 Bothell Everett Hwy Ste 330, Bothell, WA, 98012, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Advisor and co-owner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-27 |
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